Educational Alpha

S3: Conversation with Paul Smith, Director, Financial Modeling Institute (FMI)

23 Dec 2025

Contributed by Lukas

In this season 3 finale of Educational Alpha, host Bill Kelly is joined by Paul Smith, Director at the Financial Modeling Institute (FMI), to explore ...

S3: Conversation with Brett Hickey, CEO and Founder, Star Mountain Capital

10 Dec 2025

Contributed by Lukas

In this episode, host Bill Kelly sits down with Brett Hickey, Founder and CEO of Star Mountain Capital, to explore the landscape of lower middle marke...

S3: Conversation with Matt Shechtman and Tad Fallows, Long Angle

26 Nov 2025

Contributed by Lukas

In this episode, host Bill Kelly welcomes Tad Fallows and Matt Shechtman from Long Angle, a private community of high-net-worth individuals focused on...

S3: Conversation with Andreas Bezner, CEO and Co-Founder, Stableton

12 Nov 2025

Contributed by Lukas

In this episode, host Bill Kelly speaks with Andreas Bezner, CEO and Co-Founder of Stableton, to explore how secondary markets are transforming access...

S3: Conversation with Ryan Patel, Global Business Executive and Board Director, Drucker School of Management

29 Oct 2025

Contributed by Lukas

In this episode, host Bill Kelly is joined by global business executive and commentator Ryan Patel. Known for his cross-industry influence, Ryan share...

S3: Conversation with Matt Curtolo, LP/GP Advisor

15 Oct 2025

Contributed by Lukas

In this episode, host Bill Kelly sits down with Matt Curtolo to unpack the evolving dynamics between LPs and GPs, and what changing investor profiles ...

S3: Conversation with Winston Ma, Executive Director, Global Public Investment Funds Forum (GPIFF), Adjunct Professor on Sovereign Investors, NYU School of Law

01 Oct 2025

Contributed by Lukas

In this episode, Bill Kelly speaks with Winston Ma, adjunct professor at NYU and former managing director at CIC, to unpack the intersection of tech, ...

S3: Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association

17 Sep 2025

Contributed by Lukas

In this episode, host Bill Kelly welcomes Aaron Filbeck of the CAIA Association for a wide-ranging discussion on the growing momentum behind expanding...

S3: Conversation with Kane Brenan and Anne Duggan, TIFF Investment Management

03 Sep 2025

Contributed by Lukas

In this episode, Bill Kelly is joined by Kane Brenan, CEO of TIFF, and Anne Duggan, Managing Director at TIFF, to explore the firm’s origins, invest...

S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital

04 Jun 2025

Contributed by Lukas

In this episode, Bill speaks with Jennifer Fonstad, seasoned venture investor and co-founder of Owl Capital. With nearly 30 years in venture capital, ...

S3: Conversation with Eoin Motherway Independent Chair and INED to Funds, Management Companies, Fin/RegTechs, eMoney Institutions and Digital Assets/Tokenisation

28 May 2025

Contributed by Lukas

In this episode, Bill welcomes Eoin Motherway, a seasoned finance professional whose career spans investment banking, fund accounting, and digital ass...

S3: Conversation with Annelise Osborne, Chief Business Officer, Kadena

21 May 2025

Contributed by Lukas

In this episode, Bill sits down with Annelise Osborne, author of From Hoodies to Suits and a veteran in both traditional finance and the evolving digi...

S3: Conversation with Jon Caplis, Founder and CEO, PivotalPath

14 May 2025

Contributed by Lukas

In this episode, Bill speaks with Jon Caplis, founder and CEO of PivotalPath, to explore how his firm is redefining hedge fund transparency and trust ...

S3: Conversation with Steve Novakovic, Managing Director, Educational Programs, CAIA Association

07 May 2025

Contributed by Lukas

In this episode, Bill welcomes Steve Novakovic, Managing Director of Educational Programs for CAIA Association, to discuss the evolving nature of endo...

S3: Conversation with Roger Vincent, Founder and CIO, Summation Capital

30 Apr 2025

Contributed by Lukas

In this episode, Bill welcomes Roger Vincent, founder of Summation Capital, to explore the evolving private equity landscape. Roger shares insights fr...

S3: Conversation with Ruth Yang, Managing Director, Global Head of Private Market Analytics, S&P Global Ratings

23 Apr 2025

Contributed by Lukas

In this episode, Bill welcomes Ruth Yang, Global Head of Private Market Analytics at S&P Global Ratings. Ruth shares her extensive background in c...

S3: Conversation with Andre Maciel, Founder, Volpe Capital

16 Apr 2025

Contributed by Lukas

In this episode, Bill welcomes Andre Maciel, founder of Volpe Capital and former leader of SoftBank’s Latin America operations. They explore the evo...

S3: Conversation with George Aliferis, Founder, Orama

09 Apr 2025

Contributed by Lukas

In this episode, Bill sits down with George Aliferis, founder of Orama, host of the Investology podcast, and a fellow CAIA Member, to explore the evol...

S3: Conversation with Fernando De Leon, Founder and CEO, Leon Capital Group

02 Apr 2025

Contributed by Lukas

In this episode, Bill welcomes Fernando De Leon, founder of Leon Capital Group, to explore the intricacies of private capital, real estate investments...

S3: Conversation with Thomas Kim, Managing Director, Independent Directors Council, Investment Company Institute

26 Mar 2025

Contributed by Lukas

In this episode, Bill welcomes Independent Directors Council Managing Director Thomas Kim to explore the evolving role of independent fund directors i...

S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital

19 Mar 2025

Contributed by Lukas

In this episode, Bill welcomes Daniel Liebau, an expert in blockchain and decentralized finance, to discuss the evolving world of Decentralized Autono...

S3: Conversation with James Cheo, Chief Investment Officer, Southeast Asia and India, HSBC Global Private Banking and Wealth

12 Mar 2025

Contributed by Lukas

In this episode, Bill welcomes James Cheo, Chief Investment Officer for HSBC Global Private Banking and Wealth for Southeast Asia and India. They expl...

S3: Conversation with Monique Frederick, Head of Wealth Management, Butterfield Bank (Cayman) Limited

05 Mar 2025

Contributed by Lukas

In this episode, Bill interviews Monique Frederick, a CFA Charterholder and financial expert passionate about empowering women through financial liter...

S3: Conversation with Tom Tull, Former Chief Investment Officer, Employees Retirement System of Texas

26 Feb 2025

Contributed by Lukas

In this episode, Bill is joined by Tom Tull, former CIO of the Employees Retirement System of Texas. Tom shares his journey from a career in the milit...

S3: Conversation with Andrew Akers, Lead Quantitative Research Analyst, PitchBook

19 Feb 2025

Contributed by Lukas

In this episode, Bill welcomes Andrew Akers, lead quantitative research analyst at PitchBook, to dive deep into private equity and private market repl...

S3: Conversation with Harry Markopolos, Managing Member, Forensic Decisions PR LLC

12 Feb 2025

Contributed by Lukas

Welcome back to Season three of Educational Alpha! In this first episode, Bill welcomes Harry Markopolos, the renowned financial fraud investigator an...

S2: Conversation with John L. Bowman, CFA, President, CAIA Association

18 Dec 2024

Contributed by Lukas

In this season finale of Educational Alpha, host Bill Kelly welcomes John Bowman, the incoming CEO of CAIA Association. Reflecting on the evolution of...

S2: Conversation with Kenneth Heinz, President, Hedge Fund Research (HFR)

11 Dec 2024

Contributed by Lukas

In this episode, Bill interviews Kenneth Heinz, President of HFR, to explore the evolving landscape of hedge funds. Kenneth shares insights into HFR’...

S2: Conversation with David Frazee, Founder, CEO, Demystifying Silicon Valley

04 Dec 2024

Contributed by Lukas

In this episode, Bill sits down with David Frazee, a Silicon Valley-based venture capitalist and innovation advocate, to explore the dynamic intersect...

S2: Conversation with Will Goodhart, Chief Executive, CFA Society UK

27 Nov 2024

Contributed by Lukas

In this episode, Bill welcomes Will Goodhart, Chief Executive of CFA UK, for a reflective discussion on leadership, professional evolution, and the ch...

S2: Conversation with Brett Christophers, Professor, Department of Human Geography, Uppsala University

20 Nov 2024

Contributed by Lukas

In this episode, host Bill engages with Brett Christophers, Professor of Human Geography and author, to explore the intersections of private equity, c...

S2: Conversation with Yann Robard, Managing Partner, Dawson

13 Nov 2024

Contributed by Lukas

In this episode, host Bill Kelly sits down with Yann Robard, founder of Dawson, to explore the evolving dynamics of private equity markets. Yann share...

S2: Conversation with Jennifer Choi, CEO, Institutional Limited Partners Association

06 Nov 2024

Contributed by Lukas

In this episode, host Bill Kelly welcomes Jennifer Choi, CEO of ILPA (Institutional Limited Partners Association), to discuss the dynamic landscape of...

S2: Conversation with Scott McMunn, CEO, Loan Market Association

30 Oct 2024

Contributed by Lukas

In this episode, host Bill Kelly welcomes Scott McMunn, CEO of the Loan Market Association (LMA), to discuss the dynamic shifts in private credit and ...

S2: Conversation with Aishah Ahmad, former Deputy Governor of the Central Bank of Nigeria

23 Oct 2024

Contributed by Lukas

In this episode, host Bill Kelly welcomes Aishah Ahmad, Board member at the Financial Alliance for Women and former Deputy Governor of the Central Ban...

S2: Conversation with Keith Black, PhD, CFA, CAIA, FDP, CDAA, Managing Director, RIA Channel

16 Oct 2024

Contributed by Lukas

In this episode, Bill welcomes Keith Black, a longtime colleague and cryptocurrency expert, to discuss the rapidly evolving world of digital assets. K...

S2: Conversation with Nell Mackenzie, EMEA Hedge Fund Correspondent, Thomson Reuters

09 Oct 2024

Contributed by Lukas

In this episode, host Bill Kelly welcomes Nell Mackenzie, a financial journalist with a diverse background, including a 20-year career as a profession...

S2: Conversation with Melissa Ma, Co-Founder and Managing Partner, Asia Alternatives

02 Oct 2024

Contributed by Lukas

In this episode, host Bill Kelly sits down with Melissa Ma, Co-Founder and Managing Partner of Asia Alternatives, to explore the evolving landscape of...

S2: Conversation with Jeff Shafer, CEO and Co-Founder, CommonGood Capital

25 Sep 2024

Contributed by Lukas

In this episode, host Bill Kelly welcomes Jeff Schafer, an expert in impact investing, to discuss the evolving landscape of alternative investments an...

S2: Conversation with Joe Simonian, Chairman, FDP Institute

18 Sep 2024

Contributed by Lukas

In this episode, host Bill Kelly welcomes Joe Simonian, a prominent figure in the world of financial data science and the Chairman of the Financial Da...

S2: Conversation with Mark Anson, CEO and CIO, Commonfund

11 Sep 2024

Contributed by Lukas

In this episode, host Bill Kelly sits down with Mark Anson, CEO and CIO of Commonfund, to explore the evolution of the endowment model and its ongoing...

S2: Conversation with Chad Braun, Co-Founder and Managing Partner, Fifth Corner

26 Jun 2024

Contributed by Lukas

In this episode, Bill talks with Chad Braun, co-founder of Fifth Corner, about the nuances of real estate investments. Chad shares his journey from pu...

S2: Conversation with Kevin McCreadie, CEO and CIO, AGF Management

18 Jun 2024

Contributed by Lukas

In this episode, host Bill Kelly is joined by Kevin McCreadie, CEO and CIO of AGF Management. They discuss the evolving landscape of asset management,...

S2: Conversation with Cathy Marcus, Co-CEO & Global COO, PGIM Real Estate

12 Jun 2024

Contributed by Lukas

In this episode, host Bill welcomes Cathy Marcus, Co-CEO and Global COO at PGIM Real Estate. Cathy shares her extensive experience in the real estate ...

S2: Conversation with Charles-Henry Monchau, Chief Investment Officer, SYZ Group

05 Jun 2024

Contributed by Lukas

In this episode Bill interviews Charles Henry Monchau, Chief Investment Officer at a Swiss private bank, renowned for its innovative approach in the b...

S2: Conversation with Corey Hoffstein, CEO & CIO, Newfound Research

29 May 2024

Contributed by Lukas

In this episode, host Bill Kelly is joined by Corey Hoffstein, a notable figure in quantitative finance and co-founder of Newfound Research. Corey rev...

S2: Conversation with Kostiantyn Shost, Co-Founder, OKIS

22 May 2024

Contributed by Lukas

In this episode, Bill speaks with Kostiantyn Shost, a CAIA Member from Ukraine, who shares his unique perspective on professionalism and resilience am...

S2: Conversation with Andrew Ang, Managing Director, Head of Factors, Sustainable and Solutions, BlackRock

15 May 2024

Contributed by Lukas

In this episode, Bill interviews Andrew Ang, a former Professor of Business and current investment expert at BlackRock, discussing the nuanced applica...

S2: Conversation with Tim Hodgson, Co-Founder, Thinking Ahead Institute

08 May 2024

Contributed by Lukas

In this episode Bill sits down with Tim Hodgson, co-founder of the Thinking Ahead Institute, to discuss the transformative journey of the investment i...

S2: Conversation with Daniil Shapiro, Director, Product Development, Cerulli Associates

01 May 2024

Contributed by Lukas

In this episode Bill speaks with Daniil Shapiro of Cerulli Associates to explore significant trends shaping the asset and wealth management landscape....

S2: The Stocks and Bonds of the Kelly Family: Investing in One Another

24 Apr 2024

Contributed by Lukas

This episode of Educational Alpha features Bill in a heartwarming discussion with four of his five children, offering a rare glimpse into the interpla...

S2: Conversation with Stephen McCourt, Managing Principal and Co-CEO, Meketa Investment Group

17 Apr 2024

Contributed by Lukas

In this episode, Bill welcomes Stephen McCourt from Meketa Investment Group to discuss the significant shifts within the investment landscape. Stephen...

S2: Conversation with Christine Barry, CEO, CeriFi

10 Apr 2024

Contributed by Lukas

In this episode Bill sits down with Christine Barry, CEO of CeriFi, exploring the intersection of education technology and professional certifications...

S2: Conversation with Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management

03 Apr 2024

Contributed by Lukas

In this episode, Bill is joined by Michael Green, discussing his journey from consultancy to leading roles in investment firms, including his current ...

S2: Conversation with Michelle DiGruttolo, Global Geopolitical Risk Advisor, Sage Raven Advisors

27 Mar 2024

Contributed by Lukas

In this episode, Bill welcomes Michelle DiGruttolo, a seasoned intelligence professional with a 25-year career in army intelligence, and a former dail...

S2: Conversation with Kevin Donohoe, Head of Research, Abbey Capital

20 Mar 2024

Contributed by Lukas

In this episode, host Bill welcomes Kevin Donohoe from Abbey Capital to discuss the intricate world of hedge funds and managed futures. Kevin provides...

S2: Conversation with Don Steinbrugge, CEO and Founder, Agecroft Partners

13 Mar 2024

Contributed by Lukas

In this episode, Bill is joined by Don Steinbrugge, the CEO and Founder of Agecroft Partners. With his extensive asset management and hedge fund backg...

S2: Conversation with Robin Fabiano, Director of Special Education

06 Mar 2024

Contributed by Lukas

In this episode, Bill welcomes Robin Fabiano, an experienced educator and administrator. They discuss the crucial issue of mental health in the educat...

S2: Conversation with Jared Dillian, The Daily Dirtnap

27 Feb 2024

Contributed by Lukas

In this episode, Bill is joined by author Jared Dillian, discussing his journey from a radio show host to an accomplished author. They explore themes ...

S2: Conversation with Sarah Samuels, Partner, NEPC

21 Feb 2024

Contributed by Lukas

In this episode, Bill hosts Sarah Samuels, a partner at NEPC. Sarah shares her journey from an administrative assistant to a senior role in the invest...

S2: Conversation with Chrys Vakla, Deputy CEO, Susten

14 Feb 2024

Contributed by Lukas

In this episode, Bill is joined by Chrysanthy Vakla, Deputy CEO of Susten, for an in-depth discussion on sustainable energy and its future. Chrys, wit...

S2: Conversation with Chris Addy, President and CEO, Castle Hall Diligence

07 Feb 2024

Contributed by Lukas

In this episode of Educational Alpha, Bill speaks with Chris Addy, CEO of Castle Hall Diligence. They enter the multifaceted world of operational due ...

S2: Conversation with David Breach, President and COO, Vista Equity Partners

31 Jan 2024

Contributed by Lukas

In this episode, Bill sits down with David Breach, President and COO of Vista Equity Partners. With over two decades in the industry, David shares his...

S2: Conversation with Zoe Cruz, Founder and CEO, Menai Financial Group

24 Jan 2024

Contributed by Lukas

In this episode of Educational Alpha, Bill welcomes Zoe Cruz, a pioneer in the financial world. Zoe shares her invaluable experiences from Morgan Stan...

S2: Conversation with Chris Tarui, T. Rowe Price, and Aaron Filbeck, UniFi by CAIA™

17 Jan 2024

Contributed by Lukas

In this episode of Educational Alpha, Bill, along with special guests Chris Tarui and Aaron Filbeck, examines the evolving landscape of investments, h...

S2: Conversation with Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School

10 Jan 2024

Contributed by Lukas

Welcome back to Season two of Educational Alpha! In our first episode of the season, we sit down with Josh Lerner, a renowned professor at Harvard Bus...

S1: Retrospective with Producer Suzie Rodkey

20 Dec 2023

Contributed by Lukas

10 months, 41 episodes, over 1000 followers and more than 11, 500 listens, and Educational Alpha closes out its first season! CAIA Association CEO, Bi...

S1: Conversation with Olwyn Alexander, Global Asset & Wealth Management Leader & Partner PwC, Ireland

13 Dec 2023

Contributed by Lukas

In this episode, Bill is joined by the highly-regarded Olwyn Alexander from PwC, a maestro of wealth management. Together, they explore the intricate ...

S1: Conversation with Jack Inglis, CEO, AIMA

06 Dec 2023

Contributed by Lukas

In this episode, we dive into a fascinating conversation with Jack Inglis, a prominent figure in the financial industry. He shares insights on a wide ...

S1: Conversation with Jacob Miller, Co-Founder, Opto Investments

29 Nov 2023

Contributed by Lukas

In this installment, we have special guest, Jacob Miller, the co-founder of Opto Investments, joining us to delve into the fascinating world of privat...

S1: Conversation with Jane Abitanta, Founder & CEO, Perceval Associates

22 Nov 2023

Contributed by Lukas

In today's episode, Jane Abitanta, founder and CEO of Perceval Associates, a leadership and communications coaching company for the asset manageme...

S1: Conversation with Ashton McFadden, Founding Partner, Jamesbeck

15 Nov 2023

Contributed by Lukas

In this installment, Bill is joined by Ashton McFadden, an expert in the asset management industry. Ashton begins by acknowledging the lack of diversi...

S1: Conversation with Kyle Samuels, Founder and Chief Executive Officer, Creative Talent Endeavors

08 Nov 2023

Contributed by Lukas

In today's episode, Bill welcomes Kyle Samuels, known for his expertise in the field of diversity hiring and insights into the challenges and oppo...

S1: Conversation with Edmund Murphy, President & CEO, Empower

01 Nov 2023

Contributed by Lukas

For this informative discussion, we have the privilege of hosting Edmund Murphy, an esteemed expert in the field of retirement services. With a keen u...

S1: Conversation with Desi Heathwood, Chairman, Boston Partners

25 Oct 2023

Contributed by Lukas

In today's episode, we are joined by Desi Heathwood, a seasoned professional in the financial services industry. Desi brings a wealth of experienc...

S1: Conversation with James Burron, Executive Director, CAASA

19 Oct 2023

Contributed by Lukas

In this episode, Bill sits down with James Burron, the executive director of the Canadian Association of Alternative Strategies and Assets (CAASA). Ja...

S1: Conversation with Brian Digney, Director, Research & Content, SBAI

11 Oct 2023

Contributed by Lukas

In today's episode, Bill speaks with CAIA Member Brian Digney, an expert in operational due diligence and a true advocate for enhancing the transp...

S1: Conversation with Patrick Mahoney, CEO, Financial Planning Association

04 Oct 2023

Contributed by Lukas

In today's episode, Bill Kelly is joined by the CEO of the Financial Planning Association, Patrick Mahoney. A wealth of knowledge in the industry,...

S1: Conversation with Gillian Kemmerer, Anchor, Asset TV

27 Sep 2023

Contributed by Lukas

For this episode, Bill welcomes a very special guest, sports and business journalist, Gillian Kemmerer. She shares how her experiences as a hockey pla...

S1: Conversation with Ben Hunt, Co-Founder and CEO, Second Foundation Partners and Author of Epsilon Theory

20 Sep 2023

Contributed by Lukas

In today's episode, we are joined by special guest Ben Hunt, a seasoned professional with a diverse background. Bill and Ben share a common histor...

S1: Conversation with Shundrawn Thomas, Founder and Managing Partner, Copia Group

13 Sep 2023

Contributed by Lukas

In today's episode we have the honor of hosting an industry titan, Shundrawn Thomas. With over 25 years of impactful leadership in financial servi...

S1: Conversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.

06 Sep 2023

Contributed by Lukas

In this episode we're joined by Lawrence Calcano, Chairman and CEO of iCapital, Inc. who will be sharing his expertise on private equity, alternat...

S1: Conversation with Sarah Williamson, CEO, FCLTGlobal

30 Aug 2023

Contributed by Lukas

In this episode, Sarah Williamson, CEO of FCLTGlobal, shares her insights on various subjects, including the differences between public and private in...

S1: Conversation with Marko Papic, Partner, and Chief Strategist, Clocktower Group

23 Aug 2023

Contributed by Lukas

In this episode we are joined by Marko Papic, a renowned expert in geopolitical risk. Marko shares his insights on the shifting dynamics of a multipol...

S1: Conversation with Thomas Deinet, Executive Director, Standards Board for Alternative Investments (SBAI)

16 Aug 2023

Contributed by Lukas

In this episode, we welcome noteworthy guest, Thomas Deinet, who joins host Bill Kelly to discuss the fascinating journey of the Standards Board for A...

S1: Conversation with Jane Buchan, CEO, Martlet Asset Management

09 Aug 2023

Contributed by Lukas

In this episode Bill welcomes esteemed guest Jane Buchan, a prominent advocate for diversity and a pioneer in the alternative finance space. They disc...

S1: Conversation with Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton

02 Aug 2023

Contributed by Lukas

In this episode Bill and guest Tony Davidow, author of Goals-Based Investing: A Visionary Framework for Wealth Management, discuss the evolving landsc...

S1: Conversation with Christoph Knaack, CEO, Preqin

26 Jul 2023

Contributed by Lukas

In this episode, Bill speaks with the CEO at Preqin, Christoph Knaack, about the private capital industry, including challenges and strengths of balan...

S1: Conversation with Tracy Vegro, CEO, The Chartered Institute for Securities & Investment (The CISI)

12 Jul 2023

Contributed by Lukas

In this episode, Tracy Vegro, a prominent figure in the financial services sector, joins Bill to discuss the significance of relevance, inclusion, and...

S1: Conversation with Christine Bourron, Founder, Pi-eX

05 Jul 2023

Contributed by Lukas

In this episode, Bill interviews Christine Bourron, the founder of Pi-eX, a company that tracks the public auction market data in the art industry. Th...

S1: Convestion with Randy Cohen, Senior Lecturer, Harvard Business School

28 Jun 2023

Contributed by Lukas

In this episode, Bill catches up with Randy Cohen, a seasoned educator who has taught investments and alts at Harvard Business School for 25 years. Ra...

S1: Conversation with Stacy Havener, Founder and CEO of Havener Capital

21 Jun 2023

Contributed by Lukas

In this episode, Bill catches up with Stacy Havener, founder and CEO of Havener Capital. They discuss the importance of storytelling in the asset mana...

S1: Conversation with Stuart MacDonald, Chairman of Aaro Capital & Managing Partner at Bride Valley Partners

14 Jun 2023

Contributed by Lukas

In this episode, Bill catches up with industry titan, Stuart MacDonald, Chairman of Aaro Capital. Stuart’s wealth of experience from over 30 years a...

S1: Conversation with Fiona Frick, Founder and Managing Partner, Circe Invest

07 Jun 2023

Contributed by Lukas

In this episode, Bill talks with Fiona Frick, founder of Circe Invest and expert on investment allocation and sustainability issues. With over 30 year...

S1: Conversation with Hossein Kazemi, PhD, CFA, Professor of Finance, Isenberg School of Management, University of Massachusetts and Senior Advisor, CAIA Association and FDP Institute

31 May 2023

Contributed by Lukas

In this episode, Bill sits down with colleague Hossein Kazemi, Professor of Finance at the University of Massachusetts and Senior Advisor to CAIA Asso...

S1: Conversation with David Lee Kuo Chuen, Professor, Singapore University of Social Sciences (SUSS)

24 May 2023

Contributed by Lukas

In this episode, Bill catches up with David Lee Kuo Chuen,  professor of social sciences at Singapore University whose professional career could be d...

S1: Conversation with Mario Therrien, CFA , Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ)

17 May 2023

Contributed by Lukas

In this episode, Bill talks with Mario Therrien, Head of Investment Funds and External Management at CDPQ, a global investment group based in Montréa...

S1: Conversation with Jennifer Murphy, CFA, founder and CEO of Runa Digital Assets, LLC and Alex Botte, CFA, CAIA, Head of Client & Portfolio Solutions at Runa Digital Assets, LLC

09 May 2023

Contributed by Lukas

In this episode, Bill catches up with two guests from the digital assets space, Jennifer Murphy, Founder & CEO of Runa Digital Assets and Alex Bot...

S1: Conversation with Stefania Di Bartolomeo, Founder, Physis Investment

03 May 2023

Contributed by Lukas

In this episode, Bill hears from Stefania Di Bartolomeo, Founder of Physis Investment and self-described “Quant Humanist”. Early on, Stefania beca...

S1: Conversation with Dale Favors, Managing Partner, Adaptive Growth Leadership

26 Apr 2023

Contributed by Lukas

In this episode, Bill chats with one of his professional mentors, Dale Favors, Managing Partner for Adaptive Growth Leadership. The two discuss everyt...